2026-06-04T07:34:49-05:00 2025-12-31 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2025-01-01 346607695 THE METROHEALTH FOUNDATION INC METR 2167785665 2500 METROHEALTH DRIVE CLEVELAND OH 441091998 KATE L BROWN OFFICER 2167785665 2026-06-02 1 CHRISTOPHER B ANDERSON P00226559 2163630100 2025 2025-03-06 01:10:19Z KATE L BROWN 2500 METROHEALTH DRIVE CLEVELAND OH 441091998 28009882 0 X HTTP://DONATE.METROHEALTH.ORG X 1956 OH THE METROHEALTH FOUNDATION, INC. SEEKS TO SUPPORT THE METROHEALTH SYSTEM BY COORDINATING FUND RAISING AND IMPLEMENTING PHILANTHROPIC ACTIVITIES THAT HELP METROHEALTH LEAD THE WAY TO A HEALTHIER COMMUNITY THROUGH SERVICE, TEACHING, DISCOVERY AND TEAMWORK. 34 34 0 50 0 0 11158341 11298094 0 0 2678967 5716487 40593 63156 13877901 17077737 9046896 7205843 0 0 0 0 0 50000 476700 809062 2213305 9855958 9469148 4021943 7608589 97888896 112834676 948903 2317143 96939993 110517533 X THE METROHEALTH FOUNDATION, INC. SEEKS TO SUPPORT THE METROHEALTH SYSTEM BY COORDINATING FUND RAISING AND IMPLEMENTING PHILANTHROPIC ACTIVITIES THAT HELP METROHEALTH LEAD THE WAY TO A HEALTHIER COMMUNITY THROUGH SERVICE, TEACHING, DISCOVERY AND TEAMWORK. 0 0 7205843 7205843 63156 SEE SCHEDULE OTHE METROHEALTH FOUNDATION SUPPORTS THE PATIENT CARE, EDUCATION AND RESEARCH ACTIVITIES OF THE METROHEALTH SYSTEM (METROHEALTH). SINCE ITS FOUNDING IN 1837, METROHEALTH HAS BEEN MEETING THE HEALTH CARE NEEDS OF EVERYONE IN THE COMMUNITY. AS CUYAHOGA COUNTY'S ONLY PUBLIC HEALTH SYSTEM, METROHEALTH REMAINS STEADFAST IN ITS COMMITMENT TO CREATE A HEALTHIER COMMUNITY AND RECENTLY COMPLETED A FIVE-YEAR STRATEGIC PLAN FOCUSED ON ACCESS + QUALITY, COMMUNITY + PEOPLE, AND TEACHING + RESEARCH. THE PLAN WAS DEVELOPED WITH INPUT FROM 140 INTERNAL LEADERS, MORE THAN 2,000 EMPLOYEES AND OVER 3,000 COMMUNITY CONVERSATIONS. METROHEALTH'S STAFF OF NEARLY 9,000 DELIVERS CARE AT FOUR METROHEALTH HOSPITALS, FOUR EMERGENCY DEPARTMENTS AND MORE THAN 20 NEIGHBORHOOD-BASED HEALTH CENTERS AND SITES THROUGHOUT CUYAHOGA COUNTY. IN THE PAST YEAR, METROHEALTH SERVED 300,000 PATIENTS AT NEARLY 1.56 MILLION VISITS IN ITS HOSPITALS AND HEALTH CENTERS, TWO-THIRDS OF WHOM ARE UNINSURED OR COVERED BY MEDICARE OR MEDICAID. IN ADDITION TO PROVIDING COMPREHENSIVE, PATIENT-CENTERED PRIMARY CARE, METROHEALTH IS NATIONALLY RECOGNIZED FOR ITS ADVANCED TECHNIQUES IN TREATING COMPLEX MEDICAL PROBLEMS. IT IS HOME TO CUYAHOGA COUNTY'S MOST EXPERIENCED LEVEL 1 ADULT TRAUMA CENTER, VERIFIED SINCE 1992, AND ONE OF ONLY TWO ADULT AND PEDIATRIC TRAUMA AND BURN CENTERS IN OHIO.AS AN ACADEMIC MEDICAL CENTER, METROHEALTH IS COMMITTED TO TEACHING AND EDUCATION. EACH ACTIVE STAFF PHYSICIAN HOLDS A FACULTY APPOINTMENT AT CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE. MORE THAN 2,500 RESIDENTS, FELLOWS, AND STUDENTS TRAINED AT METROHEALTH IN THE PAST YEAR. 7205843 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 20 0 1 0 0 1 CJ 0 0 0 1 1 0 0 0 0 0 0 X 34 34 1 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X KATE L BROWN 2167785665 2500 METROHEALTH DRIVE CLEVELAND OH 44109 X NICHOLAS R ALEXANDER DIRECTOR 1.00 X 0 0 0 PAUL A BODNAR DIRECTOR 1.00 X 0 0 0 DANA CAPERS DIRECTOR 1.00 X 0 0 0 JOHN CHAE MD DIRECTOR 1.00 X 0 0 0 WILLIAM CLAWSON DIRECTOR 1.00 X 0 0 0 ALFRED F CONNORS JR MD DIRECTOR/OFFICER 4.00 X X 0 0 0 JADE DAVIS DIRECTOR 1.00 X 0 0 0 MIGUEL A DE GRACIA DIRECTOR 1.00 X 0 0 0 MAUREEN DEE DIRECTOR 1.00 X 0 0 0 ROB A DURHAM DIRECTOR 1.00 X 0 0 0 ERIC M FIALA DIRECTOR/OFFICER 4.00 X X 0 0 0 RICHARD B FRATIANNE MD DIRECTOR 1.00 X 0 0 0 DOLORES GARCIA DIRECTOR 1.00 X 0 0 0 JOANN Z GLICK DIRECTOR 1.00 X 0 0 0 BERRY GRANT DIRECTOR 1.00 X 0 0 0 JOHN J GRECH DIRECTOR 1.00 X 0 0 0 KEVIN M GROBELNY DIRECTOR/OFFICER 4.00 X X 0 0 0 CHRISTOPHER D HESS DIRECTOR 1.00 X 0 0 0 JENNIFER K HURD DIRECTOR/OFFICER 4.00 X X 0 0 0 BRENDA K KIRK DIRECTOR 1.00 X 0 0 0 MELISSA KLINE DIRECTOR 1.00 X 0 0 0 COLLIN K KNISELY DIRECTOR 1.00 X 0 0 0 RICARDO J LEON DIRECTOR 1.00 X 0 0 0 MARCY LEVY SHANKMAN DIRECTOR 1.00 X 0 0 0 LAWRENCE A MACK DIRECTOR 1.00 X 0 0 0 JAMES E MISAK MD DIRECTOR 1.00 X 0 0 0 JONATHAN PRESSNELL DIRECTOR/OFFICER 10.00 X X 0 0 0 LISA RAMIREZ PHD DIRECTOR 1.00 X 0 0 0 ALEXANDER W SCHAUER DIRECTOR 1.00 X 0 0 0 NAVPAUL S SIDHU DIRECTOR 1.00 X 0 0 0 TERRY STANCIN PHD DIRECTOR 1.00 X 0 0 0 GEORGE SULLIVAN DIRECTOR 1.00 X 0 0 0 LUIS E TOLLINCHE MD DIRECTOR 1.00 X 0 0 0 JACQUELYN WIEDEMER DIRECTOR 1.00 X 0 0 0 SHERRIE D WILLIAMS DIRECTOR 1.00 X 0 0 0 DEANDRA WILLIAMS-LEWIS DIRECTOR 1.00 X 0 0 0 AARON B WITWER DIRECTOR 1.00 X 0 0 0 KATE L BROWN OFFICER 20.00 X 0 0 0 MICHELLE R WOOD OFFICER 20.00 X 0 0 0 0 0 0 0 0 0 0 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE STE 700 CLEVELAND OH 44114 ACCOUNTING SERVICES 105585 1 2614 229235 11066245 127520 11298094 2278792 2278792 14369840 10932145 3437695 3437695 3437695 MISC. REVENUE 900099 63156 63156 63156 17077737 63156 0 5716487 7205843 7205843 128969 21894 107075 157266 157266 50000 50000 104415 104415 49595 11364 38231 25955 1813 24142 1216 607 609 32253 18641 13612 1155184 1155184 BAD DEBTS 262552 262552 CATERING/FOOD 49196 20876 28320 PRINTING 46442 795 45647 CONSULTING 4050 4050 196212 31198 165014 9469148 7205843 1786605 476700 3474897 2809570 7865148 7496087 52390 35883 25628 25628 0 0 84703900 88532501 1428452 13270712 364109 689923 97888896 112834676 66147 100334 595529 1942379 287227 274430 948903 2317143 X 32045456 38631849 64894537 71885684 96939993 110517533 97888896 112834676 7608589 5968951 0 X 0 1 X 1 0 X 10379510 12171468 7842025 11158341 11298094 52849438 2631510 3583572 3837540 4090829 4102324 18245775 13011020 15755040 11679565 15249170 15400418 71095213 13242807 57852406 1026899 1230465 1753497 2107225 2278792 8396878 43097 40593 63156 146846 79638937 268360 0.72640 0.80860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC REVENUE - 2023 AMOUNT: $ 43,097. 2024 AMOUNT: $ 40,593. 2025 AMOUNT: $ 63,156. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37910230 1186817 4567820 1127582 42537285 34106017 846349 3644718 686854 37910230 29379751 915782 4353628 543144 34106017 33859513 791682 -4804282 467162 29379751 29500480 1967082 2911703 519752 33859513 0.07488 0.51505 0.41007 0 0 25628 25628 0 0 CLOSELY HELD STOCK 1000 C POOLED INVESTMENT FUND 745093 F POOLED INVESTMENT HEDGE FUND 75380 F LIMITED PARTNERSHIP AND LLC 12449239 F 13270712 ANNUITY PAYMENT LIABILITY 274430 274430 X 27044597 5968951 4102324 10071275 16973322 104415 104415 17077737 13467057 4102324 4102324 9364733 104415 104415 9469148 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS: ENDOWMENT FUNDS ARE HELD IN PERPETUITY AND THE INCOME DERIVED FROM ENDOWED ASSETS IS AVAILABLE FOR EXPENDITURES THAT FURTHER THE MISSION OF THE METROHEALTH SYSTEM. PART X, LINE 2: FIN 48/ASC 740 FOOTNOTE: THE FASB PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED, AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. FOR THE YEAR ENDED DECEMBER 31, 2025 AND 2024, MANAGEMENT HAS DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS. X X X X X X 1 GOBEL GROUP LLC 450 CARILLON PKWY STE 210 ST PETERSBURG FL 33572 FUNDRAISING CONSULTANT 0 0 50000 0 50000 AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN VA WA WI WV 1 THE METROHEALTH SYSTEM 2500 METROHEALTH DRIVE CLEVELAND OH 44109 346004282 115 7133215 0 MEDICAL DIGITALC 6815 EUCLID AVE CLEVELAND OH 44103 811731053 501(C)(3) 62628 0 DIGITAL CONNECTIVITY AMERICAN HEART ASSOCIATION - CLEVELAND CHAPTER 1689 E 115TH ST CLEVELAND OH 44106 135613797 501(C)(3) 10000 0 STROKE BALL TABLE SPONSOR 3 PART I, LINE 2: MONITORING USE OF GRANT FUNDS: ALL REQUESTS FROM THE METROHEALTH SYSTEM FOR FUNDS ARE RECEIVED BY THE FOUNDATION WITH A DETAILED NARRATIVE AND LISTING OF EXPENSES INCURRED. THE FOUNDATION REVIEWS THE REQUEST TO ENSURE THAT ALL EXPENSES FALL WITHIN THE GUIDELINES OF THE GRANT. ONCE ALL APPROVALS ARE OBTAINED, THE DISBURSEMENT PROCESS BEGINS. X 7 127520 FMV 0 0 1 1 PART I, LINE 32B: USE OF THIRD PARTIES - THE FOUNDATION UTILIZES THE SERVICES OF BROKERS TO SELL DONATED SECURITIES. THE BROKERS' FEES ARE AT OR BELOW THE FAIR MARKET VALUE OF SUCH SERVICES. FORM 990, PART VI, SECTION A, LINE 2 REPORTABLE RELATIONSHIPS: MICHELLE WOOD AND MIGUEL DE GARCIA HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 CHANGES TO ORGANIZING DOCUMENTS: THE BOARD MADE SIGNIFICANT REVISIONS TO ITS CODE OF REGULATIONS IN 2025. SUCH CHANGES INCLUDE: - CLARIFICATION OF ELECTED VOTING MEMBERS VERSUS EX-OFFICIO NON-VOTING MEMBERS WHO ARE APPOINTED BASED ON THEIR ROLE WITH THE METROHEALTH SYSTEM (MHS); - CHANGES TO THE TITLES OF CERTAIN EX-OFFICIO DIRECTORS; - DESIGNATION OF OFFICERS WHICH NOW INCLUDE THE BOARD CHAIR, VICE CHAIRS, PRESIDENT, CHIEF FINANCIAL OFFICER, AND TREASURER; - ESTABLISHMENT OF THE TERM OF SERVICE FOR VICE CHAIRS. VICE CHAIRS MAY NOW SERVE UP TO THREE CONSECUTIVE ONE-YEAR TERMS WITH THE ABILITY TO SERVE ONE ADDITIONAL YEAR; AND - ELIMINATION OF THE ROLE OF THE MHS CHIEF EXECUTIVE OFFICER AS A FOUNDATION OFFICER TO STRENGTHEN THE SEPARATION BETWEEN MHS AND THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF THE GOVERNING BODY: THE FOUNDATION HAS DIRECTORS THAT ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B APPROVAL OF DECISIONS OF GOVERNING BODY: THE BOARD HAS SEPARATE COMMITTEES RESPONSIBLE FOR THE FINANCIAL OVERSIGHT, INVESTMENT OF FOUNDATION ASSETS, COMPLIANCE, AND FINANCIAL AND FISCAL OVERSIGHT (FINANCE AND INVESTMENT COMMITTEE); BOARD RECRUITMENT (NOMINATING AND BOARD DEVELOPMENT COMMITTEE). THE EXECUTIVE COMMITTEE (MADE UP OF OFFICERS AND ELECTED MEMBERS OF THE BOARD) MAY EXERCISE THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS AND SHALL PERFORM SUCH DUTIES AS MAY BE DELEGATED BY THE BOARD OF DIRECTORS. THESE COMMITTEES ARE RESPONSIBLE FOR TAKING APPROPRIATE ACTION ON THE VARIOUS SUBJECTS AND FOR RECOMMENDING AND REPORTING ACTIONS TAKEN TO THE FULL BOARD FOR RATIFICATION IN ALL MATERIAL CASES. IF ACTIONS BEING RECOMMENDED ARE COMPLEX, TYPICALLY THE ACTION IS NOT IMPLEMENTED UNTIL THE FULL BOARD OR EXECUTIVE COMMITTEE OF THE BOARD HAS REVIEWED AND RATIFIED THE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW: THE FINANCE AND INVESTMENT COMMITTEE OF THE METROHEALTH FOUNDATION IS CHARGED WITH THE RESPONSIBILITY OF REVIEWING AND APPROVING FORM 990 PRIOR TO ITS SUBMISSION. AN ELECTRONIC COPY AND/OR HARD COPY IS PROVIDED TO THE MEMBERS OF THE COMMITTEE AND IS REVIEWED IN DEPTH AT A FORMAL MEETING OF THE COMMITTEE MEMBERS. THE FINANCE AND INVESTMENT COMMITTEE APPROVES A MOTION TO SEND THE APPROVED FORM TO THE FULL BOARD OF THE METROHEALTH FOUNDATION. THE APPROVED FORM IS DISTRIBUTED ELECTRONICALLY AND/OR BY HARD COPY TO THE FULL BOARD MEMBERSHIP FOLLOWING THE REVIEW AND APPROVAL BY THE FINANCE AND INVESTMENT COMMITTEE. ANY QUESTIONS OR COMMENTS ARE RESOLVED PRIOR TO THE FILING OF FORM 990. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE OBLIGATED TO REVIEW FORM 990. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 PROVIDED TO THE GOVERNING BODY: THE FOUNDATION HAS DISTRIBUTED FORM 990 TO THE FULL BOARD OF DIRECTORS WITH THE EXCEPTION OF DONOR INFORMATION ON SCHEDULE B. BECAUSE OF SCHEDULE B'S PRIVATE AND CONFIDENTIAL NATURE, THE FOUNDATION HAS CHOSEN TO NOT SHARE THAT INFORMATION WITH THE BOARD, INCLUDING MEMBERS OF THE FINANCE AND INVESTMENT COMMITTEE. AS SUCH, WE ARE REQUIRED TO ANSWER "NO" TO THE QUESTION ON 11A EVEN THOUGH A COPY OF FORM 990 (WITH REDACTED DONOR INFORMATION ON SCHEDULE B) WAS PROVIDED TO THE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY: ANNUALLY, BOARD MEMBERS MUST DISCLOSE THEIR BUSINESS AND FAMILY RELATIONSHIPS. THIS INFORMATION IS DOUBLE-CHECKED TO ENSURE THAT THERE ARE NO UNDISCLOSED CONFLICTS IN CARRYING OUT THE BOARD MEMBERS' RESPONSIBILITIES/DUTIES. THE INFORMATION IS UPDATED ANNUALLY BY EACH BOARD MEMBER. THE PRESIDENT ALSO MONITORS COMPANIES THAT THE FOUNDATION DOES BUSINESS WITH AND CONFIRMS DISCLOSURE OF BOARD MEMBERS' RELATIONSHIPS WITH THAT BUSINESS. ALSO, TO THE BEST OF OUR KNOWLEDGE, THERE ARE NO KNOWN OFFICER CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL: THE METROHEALTH SYSTEM PAYS THE SALARIES AND BENEFITS OF THE HOSPITAL STAFF WHO ADMINISTER THE METROHEALTH FOUNDATION. THIS IS RECORDED AS AN IN-KIND CONTRIBUTION FROM THE METROHEALTH SYSTEM, ALONG WITH THE CORRESPONDING EXPENSE ON THE FOUNDATION'S FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: DOCUMENTS ARE PROVIDED UPON REQUEST AND/OR AS REQUESTED THROUGH A GRANT APPLICATION OR STATE REGISTRATION PROCESS. METROHEALTH FOUNDATION INVESTMENTS LLC 2500 METROHEALTH DRIVE CLEVELAND OH 44109 451625493 INVESTING OH 0 0 MHF